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AIA

Alera Investment Advisors Portfolio holdings

AUM $851M
1-Year Est. Return 29.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.4M
3
+$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.6%
2 Materials 5.34%
3 Financials 4.52%
4 Technology 4.5%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
+58
727
$2K ﹤0.01%
+40
728
$2K ﹤0.01%
+100
729
$2K ﹤0.01%
+32
730
$2K ﹤0.01%
+25
731
$2K ﹤0.01%
+152
732
$2K ﹤0.01%
+300
733
$2K ﹤0.01%
+124
734
$2K ﹤0.01%
+44
735
$2K ﹤0.01%
+32
736
$2K ﹤0.01%
+30
737
$2K ﹤0.01%
+122
738
$2K ﹤0.01%
+34
739
$2K ﹤0.01%
+19
740
$2K ﹤0.01%
+109
741
$2K ﹤0.01%
+67
742
$2K ﹤0.01%
+80
743
$2K ﹤0.01%
+56
744
$2K ﹤0.01%
+467
745
$2K ﹤0.01%
+37
746
$2K ﹤0.01%
+120
747
$2K ﹤0.01%
+17
748
$2K ﹤0.01%
+818
749
$2K ﹤0.01%
+113
750
$2K ﹤0.01%
+74
28 29
30
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